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Broadcom

3,816 hedge funds and large institutions have $604B invested in Broadcom in 2025 Q1 according to their latest regulatory filings, with 247 funds opening new positions, 1,771 increasing their positions, 1,542 reducing their positions, and 276 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 1,771 | Existing positions reduced: 1,542

0.02% more ownership

Funds ownership: 76.23%76.25% (+0.02%)

3% less funds holding

Funds holding: 3,9143,816 (-98)

11% less first-time investments, than exits

New positions opened: 247 | Existing positions closed: 276

15% less call options, than puts

Call options by funds: $14.1B | Put options by funds: $16.6B

28% less capital invested

Capital invested by funds: $842B → $604B (-$238B)

35% less funds holding in top 10

Funds holding in top 10: 839549 (-290)

Holders
3,816
Holders Change
-98
Holders Change %
-2.5%
% of All Funds
51.16%
Holding in Top 10
549
Holding in Top 10 Change
-290
Holding in Top 10 Change %
-34.56%
% of All Funds
7.36%
New
247
Increased
1,771
Reduced
1,542
Closed
276
Calls
$14.1B
Puts
$16.6B
Net Calls
-$2.48B
Net Calls Change
+$819M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1576
Ameliora Wealth Management
Switzerland
$3.67M -$2.03M -9,570 -30%
SCM
1577
Sitrin Capital Management
California
$3.66M +$4.63M +21,880 New
TCOT
1578
Trust Company of Toledo
Ohio
$3.66M +$334K +1,580 +8%
LSPW
1579
Lake Street Private Wealth
Illinois
$3.65M +$171K +806 +4%
SB
1580
Simmons Bank
Arkansas
$3.64M +$1.14M +5,383 +33%
JIP
1581
Jaffetilchin Investment Partners
Florida
$3.64M +$348K +1,646 +8%
C
1582
Certuity
Florida
$3.64M +$602K +2,843 +15%
MP
1583
McDonald Partners
Ohio
$3.63M +$128K +606 +3%
PIM
1584
Peregrine Investment Management
Ontario, Canada
$3.63M -$3.88M -18,330 -46%
CB
1585
Centennial Bank
Arkansas
$3.61M -$230K -1,086 -5%
SW
1586
Simplicity Wealth
New Jersey
$3.61M +$3.22M +15,208 +240%
FCMA
1587
Foresight Capital Management Advisors
Michigan
$3.6M -$89.9K -425 -2%
LWAM
1588
Legacy Wealth Asset Management
Minnesota
$3.59M -$181K -855 -4%
TWM
1589
Tradition Wealth Management
Minnesota
$3.59M -$11.2K -53 -0.2%
AA
1590
Altman Advisors
Illinois
$3.59M -$178K -839 -4%
EFMC
1591
Empire Financial Management Company
New York
$3.58M +$182K +862 +4%
CAM
1592
Close Asset Management
United Kingdom
$3.57M +$2.6M +12,275 +135%
MFG
1593
MidWestOne Financial Group
Iowa
$3.57M -$1.18M -5,572 -21%
SIC
1594
Shoker Investment Counsel
Ohio
$3.56M -$37.9K -179 -0.8%
VNA
1595
Valley National Advisers
Pennsylvania
$3.56M +$83.2K +393 +2%
CIM
1596
CIM Investment Management
Pennsylvania
$3.56M -$2.96K -14 -0.1%
TC
1597
TFR Capital
Texas
$3.56M +$2.47M +11,681 +122%
PP
1598
Patten & Patten
Tennessee
$3.55M +$89.1K +421 +2%
MWM
1599
Modern Wealth Management
Kansas
$3.54M -$158K -745 -3%
MBT
1600
Montecito Bank & Trust
California
$3.53M +$71.1K +336 +2%

AVGO Hedge Fund Activity: Q1 2025 in Review

3,816 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q1 2025, worth a combined $604B — down 28% from $842B a quarter earlier.

Sellers outnumbered buyers: 276 funds closed out of AVGO and 247 opened new positions — a net loss of 29 holders — while 1,542 trimmed existing stakes and 1,771 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $3.81B. The largest seller was Capital World Investors, cutting an estimated $8.86B.

  • 3,816 institutional investors held Broadcom (AVGO) as of Q1 2025, down from 3,914 in Q4 2024.
  • Funds reported $604B of Broadcom stock for Q1 2025, down 28% quarter-over-quarter.
  • 247 funds opened new Broadcom positions in Q1 2025 and 276 closed out, a net change of -29 holders.
  • The largest Broadcom buyer in Q1 2025 was T. Rowe Price Associates, an estimated $3.81B added.
  • The largest Broadcom seller in Q1 2025 was Capital World Investors, an estimated $8.86B sold.

Based on aggregated 13F filings for Q1 2025.